Claris Advisors’s Pegasystems PEGA Stock Holding History

Claris Advisors’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$146	–	848
2024 Q3	$146	Buy	+4	New	+$132	﹤0.01%	1054

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's PEGA Position: Q4 2024 in Review

Claris Advisors sold out of Pegasystems (PEGA) in Q4 2024, closing a stake of 4 shares — an estimated $146 sold.

Claris Advisors first reported a position in PEGA in Q3 2024 and held it in 1 quarter. The position peaked at $146 in Q3 2024. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

Claris Advisors reported no remaining Pegasystems position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Pegasystems shares in Q4 2024, an estimated $146.
Claris Advisors first reported a position in Pegasystems in Q3 2024 and held it in 1 quarter.
Claris Advisors's Pegasystems position peaked at $146 in Q3 2024.
321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.